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20121008
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% of the time. consumer staples did win the trade today. over the last 20 years, technology has been the best performing s&p sector in the fourth quarter, up more than 7% on average. that makes sense since qe 4 is about that important holiday season. energy and utilities are the two most underperforming sectors in q4 over the past 20 years. so with the recent run-up in the market, are there still opportunities in the strong performing tech and consumer discretionary groups? one of our cnbc masters found tech trading at deep discounts in relation to historical averages. take a look at this. ebay's p/e average 50% its historical average below. intel, 47% below its historical average p/e ratio. 94% below its historical average. that's the best performer of the group followed by ad agency interpublic with a p/e ratio 62% its historical average. there could be room to run in some of these names. we'll have to wait and see until all of this plays out to come. maria, back to you. >> all right, court, thank you so much. we'll be watching that. courtney reagan. stick around. we have a lot more headed
area for the firm. >> what about technology? you know, larry ellison yesterday talking about growth from the cloud. that's obviously one of the themes within tech. what where are you seeing nunt tech? >> technology in the u.s. is 15% of our market cap. it's 3% in europe. it's a core competency in the u.s. what i think is happening right now is remember in 1998 the world turned down, but it was asia that was in trouble. the central banks put liquidity in and technology did well, particularly growth stocks. my view right now is instead of asia being in trouble, it's europe, but people are going to migrate towards some of the good growth stocks. you've seen that in names, you know, some of the bigger cap technology names. i would be very focused on things that have yield growth and inflation hedging. i would focus on the technology sector. as we have a bumpy ride on economic growth globally, i think public investors are going to migrate towards those names. >> you finding growth in europe? >> growth is tough to come by in europe. >> just wanted to throw that out there. always nice to s
of technology names. nasdaq finished positive, reversing its earlier losses with a gain on the session of 6 1/2. the s&p 500 also higher on the session. there's a look at treasuries here with yields fractionally higher on the day. as you can see there, yields moving lower and the price moving higher, pardon me. let's get straight to the markets and talk about investing in this environment. gentlemen, good see you. thank you so much for joining us. dan, let me kick this off with you. what do you think happened at end of the day today? seems this market has been trading on some worries last several sessions. yet, we did see some optimism at end of the day. >> absolutely. it's a case of perhaps, you know, still do not fight the fed. what we were watching specifically was apple. you mentioned it. we were looking for support on the stock at around 650. wouldn't you know it, it hit their intraday lows. they don't want to see that stock drop. the interesting thing with that is, you know, apple is a bell weather that's really driving the nasdaq 100, driving a lot of these larger cap benchmarks we fol
to achieve, pnc has technology, guidance, and over 150 years of experience to help you get there. ♪ >>> welcome back. retail real estate stalling as more retailers move online, but the industry may have a new savior, restaurants. >> that's right. retail malls are still struggling to come back from the one-two pinch. then, as you said, that continuing move to online shopping. vacancies are coming off their highs of 9.4% to 8.7% in q-3. strip centers are underperforming the large community malls with a higher vacancy rate of 8.10%. what's helping the bigger malls is something very new. restaurants taking up former retail space. >> we have seen restaurants and other entertainment venues helping to drive that mall growth. malls have become a gathering place for people. you know, the paneras of this world help that happen. >> as of august, restaurants had signed nearly 16% of retail leases by square foot. that's up from around 10% in 2006. the numbers have been rising year to year. it's just like right behind me here in d.c. this mall lost a lot of stores during the recession. they'
is how they're no innovating. they're not looking at small, innovative technology changes. they're looking at these big vanilla things like facebook integration. >> i'm not sewure what you expe them to do with the iphone 5. apple has a history of polishing its products to perfection. other than a stunning new development, i don't know what they're going to do with the iphone 5. there's been plenty of failures under steve jobs. apple tv he was very involved in, and he had trouble getting that going. they're still having trouble getting that going. what new innovative product are you looking for that they can develop at this point? >> i would really love to see them put out new form factors and screen sizes. you look at -- >> they're doing that. >> you're hitting saturation points. no, they're not. this is the same form factor. >> they're doing a mini ipad. >> maybe. >> gene, what do you think? >> i don't want to get too detailed in the math here, but from 2001 to 2007, they renovated the ipod. that was a six-year window. it was on average four years. as a starting point. second i
Search Results 0 to 4 of about 5